Secure AI Agent · Data
AI applied to
the number you will defend
A specialist configured to reconcile conflicting sources, maintain the metric dictionary, and explain every variance with the data's origin stated.
Companies that trust UPX
Capabilities
What the Data Agent
can do
Main areas of work for the Data and Metrics AI Agent in your company.
Source consolidation
Joins spreadsheets and systems and flags where numbers diverge.
Metric dictionary
Maintains the definition, formula, and source of every figure.
Variance explanation
States why the metric moved and which entry drove it.
Monthly close
Prepares the period's dashboard with everything traceable.
Data quality
Detects duplicates, gaps, and outliers.
Answers with sources
Returns the figure with period, origin, and as-of date.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Source reconciliation
- Cross-checks separate bases and isolates the difference line by line.
- Metric calculation
- Applies the dictionary's current formula and shows the math.
- Variance analysis
- Compares periods and attributes the change to what caused it.
How it worksFrom sources that disagree
From sources that disagree
to a number that holds
Connect your sources, define what the agent can do, and close the month with every figure traceable to its origin.
- Connect the data sources
- Spreadsheets, systems, and databases, with no migration project.Connect the control spreadsheets, the ERP, and the bases the company already uses so the Secure AI Agent has access only to what it needs to consolidate the metrics.
- Ask for the number
- Talk to the agent in natural language.Ask for the month's metric, the reason behind a variance, or a check between two sources through the available channels. The agent applies the definition recorded in the dictionary and always states the data's origin.
- The agent explains. You decide.
- From discrepancy to definition, with control.The agent consolidates, calculates, and explains within the defined permissions. Defining the metric, approving the rule, and owning the official figure stay with the business area.
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Integrations
Connected to the sources where the numbers live
The Data AI Agent can query your bases and run tasks in the systems your team already uses.
Microsoft Power BI Looker Studio Airtable
Flow
What goes in,
what the agent does, and what comes out
From bases that do not talk to a defensible metric, following your company's definitions and permissions.
Inputs
- Control spreadsheetXLSX
- System exportCSV
- Metric dictionaryDOC
Processing
Secure AI Agent
Processing the task
- Read
- Cross-check
- Calculaterunning
- Explain
Definition appliedSource cited
Output
Completed
Metric prepared
- Figure with source and period
- Cross-source discrepancy isolated
- Variance explained by entry
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your company's definitions.
- 1
Query
Reads the bases and answers with source, period, and date.
- 2
Prepare
Consolidates, calculates, and drafts the variance explanation.
- 3
Request review
Waits for validation before publishing the figure.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action. Changing a metric's definition, publishing the official figure, and overwriting a source base always stay with the business area.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security and compliance
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: with compatible providers and configurations, processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the Data Agent
What teams usually ask before putting an agent in charge of closing metrics.
What happens when two sources show different numbers?
The agent shows the discrepancy and isolates the line causing it. It does not pick a source on its own: the business area decides which base is official for each metric, and that decision is recorded in the dictionary.Do we need a data warehouse to start?
No. The agent works with the spreadsheets and systems the company already has. If a warehouse arrives later, it reads from there — but that project is not a prerequisite for closing the month's number.Does it change our metric definitions?
No. It applies the current definition and, when it finds ambiguity, returns the question instead of arbitrating. Changing a formula or criterion is a business decision and takes effect once recorded.Does its number count as official?
It counts as managerial, with source and date stated. Accounting and tax reporting stay with the qualified professional; what the agent delivers is the figure to decide on and the trail to verify it.Is our data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.Can we audit how it reached the number?
Yes. Every action is logged: what was queried, which definition was applied, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on how many sources come in. Starting with one metric and two sources is quick; the full dictionary grows as definitions get agreed.
Secure AI Agent
Bring a Secure AI Agent to your metrics
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.